TFO Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 224 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 1.0%.

Quarter-by-quarter ownership
TFO Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$4,301,000
-13.5%
80,035
+2.4%
0.97%
-1.7%
Q1 2022$4,972,00078,1380.98%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Bank of Finland 8,860,960$516,416,74932.75%
AAF Wealth Management, LLC 391,010$22,788,09314.64%
TFC Financial Management, Inc. 962,684$56,105,24713.39%
Standpoint Asset Management, LLC 485,400$28,289,1129.34%
Delap Wealth Advisory, LLC 162,074$9,445,6739.13%
AMARILLO NATIONAL BANK 745,418$43,442,9619.10%
DDFG, Inc 381,795$22,251,0248.20%
MCF Advisors LLC 1,301,369$75,843,7916.84%
BRIGGS ADVISORY GROUP, INC. 203,969$11,887,3196.80%
Capital Asset Advisory Services LLC 1,356,037$79,694,2865.46%
View complete list of ISHARES TR shareholders